*As of March 31, 2025
**As of May 31, 2025
There are no guarantees that any investment or investment strategy will meet its objectives or that an investment can avoid losses. Investment products offered are not insured by the FDIC or any other government agency. They also involve investment risk and past performance is not an indication of future results.
Janney Montgomery Scott LLC nor its Financial Advisors give tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning your individual circumstances.
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Roots Dating Back Over 190 Years | Privately Held | 170,000+ Household Relationships | $153B+ in Assets*
ABOUT JANNEY
You. Your advisor. Endless potential.
At Janney, we believe that a stronger client-advisor relationship means better outcomes for investors like you. It's why we surround your advisor with the capabilities, services, and tools wealth requires and then give them the freedom to support you wherever and whenever you need.
From sophisticated investments to specialized services for affluent individuals and business owners, at Janney, your advisor is empowered to design a financial strategy around what matters most: you.
A Lifelong Relationship Built Around You
At Janney, your advisor has access to a specialized planning team and leading technology to guide you through every stage of your life — helping you adapt, grow, and stay on track.
Planning That Evolves with Your Life
Confidence You Can Count On
Our 190-year history of financial strength means you can count on Janney now and into the future. And as a privately held firm, your advisor’s only focus is on you — not on shareholder demands.
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Janney Montgomery Scott LLC | Member: FINRA, NYSE, SIPC
SERVING THE CINCINNATI REGION
Regional Highlights:
- Since opening our doors in Cincinnati in 2017, we’ve grown to manage over $1.3 billion in assets on behalf of individuals, families, and businesses**
- Backed by a team of 14 experienced local financial planning and industry professionals
Dedicated to Cincinnati Dedicated to You
- Get your free, no-strings-attached financial review to assess where you stand financially
- Hear about smart ways to balance your short-term financial needs with your long-term goals
- Learn about how a financial plan from Janney can have an impact on every aspect of your finances and your future
Speak to your Janney Financial Advisor in the Cincinnati region about how a financial plan can help balance today’s wants with tomorrow’s needs.